Fidelity Q2 2026 13F: largest position changes富达 (Fidelity) 2026年Q2 13F：重点持仓变化

📊 13F持仓｜富达 (Fidelity)

截至2026年6月30日｜美股多头市值 $2.3T

重点增持

• 加仓 +16%｜博通 (AVGO)｜期末 $54.5B

• 新建｜Space Exploration Technologies… (SPCX)｜期末 $51.7B

• 加仓 +12%｜谷歌 (GOOG)｜期末 $43.1B

重点减持

• 减仓 -18%｜脸书 (META)｜期末 $66.7B

• 减仓 -34%｜奈飞 (NFLX)｜期末 $19.7B

• 减仓 -11%｜Shell plc (SHEL)｜期末 $9.1B

注：13F为季度末持仓快照，披露存在滞后。

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📊 13F holdings | Fidelity

as of 2026-06-30 | reported long value $2.3T

Largest additions

• Shares +16% | Broadcom Inc. (AVGO) | quarter-end $54.5B

• New | Space Exploration Technologies… (SPCX) | quarter-end $51.7B

• Shares +12% | Alphabet Inc. (GOOG) | quarter-end $43.1B

Largest reductions

• Shares -18% | Facebook (META) | quarter-end $66.7B

• Shares -34% | Netflix, Inc. (NFLX) | quarter-end $19.7B

• Shares -11% | Shell plc (SHEL) | quarter-end $9.1B

Note: 13F is a delayed quarter-end holdings snapshot.